Aureus Asset Management, LLC

RIASEC Registered

Total AUM

$8.4B

Discretionary

$2.2B

26% of AUM

Avg account

$8.8M

Accounts

954

Employees

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 136674
Registered since: October 3, 2005
Website: aureus-asset.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Charitable Organizations73.86%
HNWI25.33%
Individuals0.43%
Pension & Profit Sharing Plans0.38%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Aureus Asset Management, LLC is an independent RIA and registered investment adviser with the SEC since 2005. The firm serves both individual and family clients as well as institutional investors, and operates as a capital allocator that blends portfolio management, financial planning, and selection of third‑party advisers. Its fee arrangements include percentage‑of‑AUM fees, fixed fees, and performance‑based fees. Aureus advises pooled investment vehicles and separate accounts and is not identified as an active ESG investor.